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Jan 29, 2013
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so the pricing environment in the u.s. still seems to be a very healthy investor expectations through 2013. >> bill? >> one last question, bob. is our ford shares -- are ford shares fully valued? i know you aren't in the position of commenting on how people are treating your stock but a lot of wall street is saying we don't see a reason to get into this stock or this company or any auto makers for the foreseeable future. >> yeah, well what's driving a total shareholder return? first it starts with growth and we do expect to grow in 2013 and beyond. second it's ebitda margin and we have guided to a margin that is about flat to perhaps slightly lower. and that's more than explained by our european operations which were in the process of restructuring and will generate a positive contribution to the company by mid decade. then lastly dividends. we just doubled our dividend. we are expecting to have stronger cash flow in 2013 than 2012. we think we've got all the pieces there for growth and total shareholder return. i think it
so the pricing environment in the u.s. still seems to be a very healthy investor expectations through 2013. >> bill? >> one last question, bob. is our ford shares -- are ford shares fully valued? i know you aren't in the position of commenting on how people are treating your stock but a lot of wall street is saying we don't see a reason to get into this stock or this company or any auto makers for the foreseeable future. >> yeah, well what's driving a total shareholder return?...
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Jan 25, 2013
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completely contained environment. home was down big numbers. it will be the best part. >> carl icahn released a statement responding to the accusations that you have made towards him. he's also wanting to call in and respond to you directly. i will give you two choices. you can hang on the phone and we can bring mr. carl icahn in and you can have the discussion with me on live television, if you're up for that. >> the answer is, again, i think the focus here fundamentally i have nothing personal against carl icahn. unfortunately what happened is -- you know, if carl wants to come on, let's make it fun tv. let's put it to bed and move on. if you promise we can focus on whether herbalife is a pyramid scheme or not for the future of cnbc i'm happy to talk to carl on tv. >> if you would, hold on. we'll take a break, bring in carl and have the conversation right here live on cnbc. we're back in two minutes. again, carl icahn calling in to address bill ackman directly when we come back. this is $100,000. we asked total strangers to watch it for us. t
completely contained environment. home was down big numbers. it will be the best part. >> carl icahn released a statement responding to the accusations that you have made towards him. he's also wanting to call in and respond to you directly. i will give you two choices. you can hang on the phone and we can bring mr. carl icahn in and you can have the discussion with me on live television, if you're up for that. >> the answer is, again, i think the focus here fundamentally i have...
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Jan 25, 2013
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the company was priced at $22 a share. but right now the indication is $25 to $27. 10.1 million shares being very well received by the investment community today. a couple of the stocks we'll be watching today. the earnings parade continues. halliburton opening at a 52-week high after it came in with earnings of 63 cents a share. its international operations helping to offset the weakness in the north american operations. the company also actually said weakness in north america could continue this year -- continue through 2013. but obviously investors like the news on the results. hasbro had a weak fourth quarter. the earnings revenue came in below expectations. the company plans to cut 10% of the work force as a result of the disappointing earnings. there you can see its stock under pressure today. lastly, you heard jim talking about procter & gamble today. kimberly coming out with earnings 2 cents ahead of expectations. its stock is higher as well. melissa, carl, everyone, back to you. >> thank you, mary. procter doing g
the company was priced at $22 a share. but right now the indication is $25 to $27. 10.1 million shares being very well received by the investment community today. a couple of the stocks we'll be watching today. the earnings parade continues. halliburton opening at a 52-week high after it came in with earnings of 63 cents a share. its international operations helping to offset the weakness in the north american operations. the company also actually said weakness in north america could continue...
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Jan 29, 2013
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, a pop and then a drop. >> north of $22 at one point yesterday in the aftermarket and then obviously dropped today. the conference call didn't go nearly as well. but i still think right here, i would say you buy it against. i think this stock moves higher. >> big pop for jcpenney, up 9%, anthony. >> what's happening, they are going back to that promotional strategy. ron johnson is trying to find the intersection of what's cutting edge and making it new, but also keeping the existing client base. this could be good for the stock long-term. >> beeks? >> got downgraded this morning. vmware had a warning. if people haven't virtualizing their servers, they are not buying more hard drives. i would wait until $31 here before i started to take a look at it again. >> pop for valero, tim. >> 20-fold increase. all refiners are getting a new look here based upon this change in the u.s. >> a pot here for dr horton, up 11%. mike khouw? >> so, they beat on earnings almost six sents coming out of 20 cents a year. that's 66 million in net income for the fourth quarter. obviously very pleasant surpris
, a pop and then a drop. >> north of $22 at one point yesterday in the aftermarket and then obviously dropped today. the conference call didn't go nearly as well. but i still think right here, i would say you buy it against. i think this stock moves higher. >> big pop for jcpenney, up 9%, anthony. >> what's happening, they are going back to that promotional strategy. ron johnson is trying to find the intersection of what's cutting edge and making it new, but also keeping the...
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Feb 1, 2013
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looking away, this interest rates environment is tough on earnings. at anton say, looking for capital higher rates. we'll bev it there. thanks for having you on the prom. bank stocks long a lowered for this market. see if they take the lead once again in this bull market. a lot more headed your way on this special dow 14,000. bahl and he's up next exclusively with me. >>> and is this the start of a long bull market? john bolinger weighs in to check out the charts and tell us what he sees. back in a moment. tdd# 1-800-345-2550 you should've seen me today. tdd# 1-800-345-2550 when the spx crossed above its 50-day moving average, tdd# 1-800-345-2550 i saw the trend. tdd# 1-800-345-2550 it looked really strong. tdd# 1-800-345-2550 and i jumped right on it. tdd# 1-800-345-2550 tdd# 1-800-345-2550 since i've switched to charles schwab... tdd# 1-800-345-2550 ...i've been finding opportunities like this tdd# 1-800-345-2550 a lot more easily. tdd# 1-800-345-2550 like today, tdd# 1-800-345-2550 i was using their streetsmart edge trading platform tdd# 1-800-345-
looking away, this interest rates environment is tough on earnings. at anton say, looking for capital higher rates. we'll bev it there. thanks for having you on the prom. bank stocks long a lowered for this market. see if they take the lead once again in this bull market. a lot more headed your way on this special dow 14,000. bahl and he's up next exclusively with me. >>> and is this the start of a long bull market? john bolinger weighs in to check out the charts and tell us what he...
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Jan 25, 2013
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>> the commodity environment we saw the last few years. certainly a better environment from a foreign exchange standpoint. multinational company earning profits. >> forex. and europe is better? >> europe, northern europe is pretty good. southern europe is still a challenge, because your previous guest would indicate. >> all right. you don't sell a lot of soap in certain countries over there. no, i'm kidding! i don't mean to -- i don't mean, you know, deodorant in one country in particular. let me think, anything else, jon, china? how's asia? >> asia is good. china is good. we grew high single digits in china. we expect that to accelerate as the year progresses. so generally our developing market business is very healthy. we grew 7% overall. 11% in the brick markets. over 20% in brazil and india. so that continues to be where a disproportionate amount of growth is coming. at the same time we're strengthening our develop market business which is starting to accelerate a little bit. >> thanks, john. hope to see you again next quarter so we ca
>> the commodity environment we saw the last few years. certainly a better environment from a foreign exchange standpoint. multinational company earning profits. >> forex. and europe is better? >> europe, northern europe is pretty good. southern europe is still a challenge, because your previous guest would indicate. >> all right. you don't sell a lot of soap in certain countries over there. no, i'm kidding! i don't mean to -- i don't mean, you know, deodorant in one...
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Feb 1, 2013
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very important. 22 to 25 right now. that's what they're talking about. priced at 26. opened at 31.50. $2.2 billion. this is the biggest ipo since facebook and, carl, the biggest ipo at the new york stock exchange since grupo santander a mexican company back in september. >> we get to our chief economic reporter steve liesman on how much we have the fed to thank and what are we going to do when all the accommodation starts going away? >> i think that's important, carl. i also want to talk about this market seems to be up and near 14,000. for a very simple reason. it's the economy. the economy seems to be doing better. i just wrote down seven things that were on the plus side. a bunch of them this morning. manufacturing, jobs, construction, autos. we got better numbers out of china. financial panic overall seems to be -- have abated a bit. and of course as carl mentioned the fed being wide open. let's take a step back and take a look at the market now and the jobs market now compared to when we were last at 14,000. really ask the question, can stocks be this good if job
very important. 22 to 25 right now. that's what they're talking about. priced at 26. opened at 31.50. $2.2 billion. this is the biggest ipo since facebook and, carl, the biggest ipo at the new york stock exchange since grupo santander a mexican company back in september. >> we get to our chief economic reporter steve liesman on how much we have the fed to thank and what are we going to do when all the accommodation starts going away? >> i think that's important, carl. i also want to...
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Jan 31, 2013
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howard silverblatt of standard & poor's said since 1929 the market year-end results mirrored january 22% of the time. another bullish sign to consider. the s&p's 5% plus gain. it's done that in january 11 times since 1950, and in ten of those full years the index has finished with annual double digit gains ranging from just over 16% to 45%, the exception being 1987, of course, when we had the crash. that year the s&p finished with a gain of just over 2%. still positive. one last data point to consider. the stock traders almanac points out there's been 27 times when there's been a year-end santa claus rally, positive first five days of the new year. in 25 of those 27 years, the market finished with a year-end gain. back to you, scott. >> all right, mary, thanks so much. history shows when the s&p 500 gains 5% or more in january, it's going to be a good year for stocks with gains often tallying 20% or more, but cnbc.com senior writer jeff cox says 2013 will be different. also with us is the decidedly more bullish ron insana. jeff, i assume you just saw mary's report, so why don't you think
howard silverblatt of standard & poor's said since 1929 the market year-end results mirrored january 22% of the time. another bullish sign to consider. the s&p's 5% plus gain. it's done that in january 11 times since 1950, and in ten of those full years the index has finished with annual double digit gains ranging from just over 16% to 45%, the exception being 1987, of course, when we had the crash. that year the s&p finished with a gain of just over 2%. still positive. one last...
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Jan 25, 2013
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and amazon with the latter the revenue number to watch is $22 billion. are they still investing heavily? interestingly enough the street average price target for amazon is 293. only about ten bucks or so up from where they are now. on wednesday a lot of focus on boeing. many dreamliner problems post date the quarter but it will still garner attention. the other is facebook of course. the stock is up 20% this month and now in striking distance of its ipo price. thursday, a lot of volume. not quite the names of the previous three days. u.p.s. in a lot of ways is the key over here. it's a nice proxy on growth. the stock is up 12% this month. it yields about 3%. friday we close out the week with two oil giants, shevron and once again bill mentioned this a few moments ago exxon now has the most valuable company in the world moniker. we also see tyson as another one to point to, guys, because it is good insight into the health of the consumer depending on what tyson products. >> right. delicious. okay. as earnings seasons shifts into overdrive what can we expe
and amazon with the latter the revenue number to watch is $22 billion. are they still investing heavily? interestingly enough the street average price target for amazon is 293. only about ten bucks or so up from where they are now. on wednesday a lot of focus on boeing. many dreamliner problems post date the quarter but it will still garner attention. the other is facebook of course. the stock is up 20% this month and now in striking distance of its ipo price. thursday, a lot of volume. not...
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Jan 30, 2013
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since g was 60 in 1998, it's 22. a lot of people aren't basing retirement on stocks and couldndon't trust it. that has to all turn before this is over. >> i also think relying on bonds for your retirement is a mistake. you need real growth. especially retiring at 60 years old or 60s, if you're going to live another 20 years, you need real growth and bead inflation by a certain margin every year and stocks have beaten inflation by 5 or 6 -- >> that was just an aberration? >> it's what markets do from time-to-time. >> if you had 100 bucks to put in the mark, you would or wait? >> i am putting it in. everyday as we get new flows, we're putting more money in the market. >> you're doing the same? >> i'm waiting for the spring. >> what's happening in this spring? >> the sequester, next debt ceiling debate, a number of items that might send the market 10% lower. >> that's true but i have too much money to think about policy and not enough thinking about the fundamentals. >> 90% of hedge funds conform the market. the stock m
since g was 60 in 1998, it's 22. a lot of people aren't basing retirement on stocks and couldndon't trust it. that has to all turn before this is over. >> i also think relying on bonds for your retirement is a mistake. you need real growth. especially retiring at 60 years old or 60s, if you're going to live another 20 years, you need real growth and bead inflation by a certain margin every year and stocks have beaten inflation by 5 or 6 -- >> that was just an aberration? >>...
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Jan 29, 2013
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>> 22. >> so not much room to move, then? >> no. but i think it's such a low multiple. i think it is in some ways a wait and see story because of its display revenue question. if they can get it to work, up theside is much, much greater. >> is this an issue -- on the display side, is this an issue of market share? and i'm looking, back in 2009, yahoo! led the market of all digital ad revenue when it came to display ads. is this an issue of if they can get back a point or two, they win the game? >> it is. and i think it's -- you know, there are new entrants. you look at facebook which you consider a big growing part of the market. and you look at the yahoo! brands. they've come down. so yes, it's a question of regaining market share. >> do you want to -- go ahead. do you want to see her make a big acquisition? >> not really. i think that what she's been doing, at least recently, is acquiring mobile app developers. they need to do a good job of mobile. yahoo! has to be an app that when i'm on my iphone, i want to download my app. whether it's an umbrella app, that incorpo
>> 22. >> so not much room to move, then? >> no. but i think it's such a low multiple. i think it is in some ways a wait and see story because of its display revenue question. if they can get it to work, up theside is much, much greater. >> is this an issue -- on the display side, is this an issue of market share? and i'm looking, back in 2009, yahoo! led the market of all digital ad revenue when it came to display ads. is this an issue of if they can get back a point or...
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Jan 29, 2013
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slow job growth 20% and the biggest threat out there now, roll the drums, there it is, 22% saying tax and regulatory policy. congress getting the fiscal side wrong, tax side wrong, getting in the way, messing this up. otherwise there's pretty good agreement that some of the worst threats coming off. >> when we look at the forecast for growth in the out month, out years, how accurate do those forecasts turn out to be, close? >> it's interesting, the reason we do this, everyone asks me how accurate. i don't care. what i want to know is what is the consensus on wall street for what the growth will be, so i know a surprise that comes along that may not be surprised in the market. that's why we follow consensus. sue, down to you. >> as s&p 500 tops 1500 mark and dow marching towards the 14,000 mark, the fears about europe's debt crisis seem to be on the back burner. the risks are there. our michelle caruso-cabrera is here with more on that. >> hi, sue, not just the u.s. market but many markets all over the world show investors not so worried about europe as they were a year ago. you heard
slow job growth 20% and the biggest threat out there now, roll the drums, there it is, 22% saying tax and regulatory policy. congress getting the fiscal side wrong, tax side wrong, getting in the way, messing this up. otherwise there's pretty good agreement that some of the worst threats coming off. >> when we look at the forecast for growth in the out month, out years, how accurate do those forecasts turn out to be, close? >> it's interesting, the reason we do this, everyone asks...
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Jan 30, 2013
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an enormous profit warning. >> barclays cut its price target 45% to 22. you see csaipem dragging down, too. the oil giant has a sizable -- quite sizable exposure to saipem. it's a vicious circle for these companies. interesting story. >>> hopes were high for facebook which results fourth quarter results after the closing bell. investors watching for strong revenue growth especially for from mobile ads. more than half of the 1 billion-plus users access the social network through their mobile device. after a challenging 2012, the company's disappointing ipo, shares are up more than 17% so far this year. joining us with more on the company's keys to success is author of the new best-selling book "think like zuck." kateri katerina, what's that mean? welcome. >> hi. good morning. "think like zuck" to me is a mentality. the mentality of a leader who has passion, who leads with purpose, who builds strong teams and creates excellent product. and also partners smartly, right. i think there's this new generation of young innovators who don't have any business exper
an enormous profit warning. >> barclays cut its price target 45% to 22. you see csaipem dragging down, too. the oil giant has a sizable -- quite sizable exposure to saipem. it's a vicious circle for these companies. interesting story. >>> hopes were high for facebook which results fourth quarter results after the closing bell. investors watching for strong revenue growth especially for from mobile ads. more than half of the 1 billion-plus users access the social network through...
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Jan 25, 2013
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they were down almost 22% in the last few trading sessions. the issues surrounding scandal at the bank are now threatening many, including mario draghi. he served as head of the bank at the time. italian prime minister mario monti has signaled he is willing to discuss the issue is parliament. ross. >> yeah. of course, we were speaking to the govern of the bank of italy about this, as well, this morning. he was saying, look, we didn't drop the ball over derivative trade. this is -- he said we shouldn't have any concerns about the stability of this particular bank. >> the situation was known and under careful consideration for a long time. as a matter of fact, we have been pulling the liquidity conditions of the bank and in the eba analysis and the need for further capitalization, we clearly doubt that there was a need of further capitalization and the bank was not able to provide -- and then the issue of the loan. so this is the process that we are considering. >> all right. that's governor of the bank of italy. also, coming up on today's progr
they were down almost 22% in the last few trading sessions. the issues surrounding scandal at the bank are now threatening many, including mario draghi. he served as head of the bank at the time. italian prime minister mario monti has signaled he is willing to discuss the issue is parliament. ross. >> yeah. of course, we were speaking to the govern of the bank of italy about this, as well, this morning. he was saying, look, we didn't drop the ball over derivative trade. this is -- he said...
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Jan 28, 2013
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companies earnings topped expectations and posted a 22% growth for revenues in 2012. problem is, it is forecasting only 14% to 16% growth in 2013. wall street analysts were looking for growth of about 18% for the year. not a very pretty looking chart there, melissa. >> it is now. bertha, thank you. b.k.? >> yeah, i mean, the problem they have here is, everybody has their software already. they are starting to really get some saturation in the marketplace. getting a little competition from microsoft, though i'm not sure that that's really the big factor here. it's just that everybody's bought the product already and it's going to be tough. >> let's talk about amazon. near record highs once again. how are you trading ahead of earnings tomorrow? grasso, you've been in and out of the name and you are fine and excellent with good technique. >> i've been looking at the name since $194. i've loved it. i've been a proponent of the stock. i watched it trade up. i'm afraid i'm going to jinx it. so, i have never actually bought the name. just loved it. >> really? >> talking abou
companies earnings topped expectations and posted a 22% growth for revenues in 2012. problem is, it is forecasting only 14% to 16% growth in 2013. wall street analysts were looking for growth of about 18% for the year. not a very pretty looking chart there, melissa. >> it is now. bertha, thank you. b.k.? >> yeah, i mean, the problem they have here is, everybody has their software already. they are starting to really get some saturation in the marketplace. getting a little...
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Jan 24, 2013
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basically we are looking for whether or not microsoft can actually do well in this post pc environment whether or not their mobile strategy and windows strategy can come together and be relevant in the post pc era we are living in. >> a lot of people who owned microsoft for a long time have to wonder, when is this stock ever going to perform. do you have an answer for that? >> again, it just comes down to whether or not the company's windows franchise could survive in the post pc era we are living in. their chances are pretty bleak. they do have, just like other people pointed out, they have a good strength in the enterprise business but the stock is really about, again, contraction in the consumer market, especially around the windows franchise. that is heavily what is driving their profit for the company. >> dihear you just say that you think the future of their platforms are pretty bleak? >> well, that's how the stock is reacting right now. you know, obviously they do have some chances here and there. again, they do have windows phone 8 that's out that seems to be gaining some tract
basically we are looking for whether or not microsoft can actually do well in this post pc environment whether or not their mobile strategy and windows strategy can come together and be relevant in the post pc era we are living in. >> a lot of people who owned microsoft for a long time have to wonder, when is this stock ever going to perform. do you have an answer for that? >> again, it just comes down to whether or not the company's windows franchise could survive in the post pc...
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Jan 31, 2013
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it's up 22 points. facebook, great numbers, down. >> the senate is expected to vote this afternoon on a bill to suspend the debt ceiling for three months, following the house. this would allow more house for debate on the fiscal issues we're facing. the senate version includes several republican amendments, though, including matching spending cuts for every dollar increase in the debt ceiling. those amendments expected to be defeated. the bill won't technically raise the debt ceiling, but it will suspend it until may 19th when it will be raised by the amount that the treasury borrows in the interim. that's how it's going to work. and markets, as we've been talking about on a tear this month with the dow having its best january in decades. but will yesterday's surprising drop in gdp reign in the bulls, it says here? let's get a read on the state of the economy. at least it wasn't a -- that kind of rein. there's three of them. anyway, joining us for the next hour is bob bruska. that's fao -- >> no. you ca
it's up 22 points. facebook, great numbers, down. >> the senate is expected to vote this afternoon on a bill to suspend the debt ceiling for three months, following the house. this would allow more house for debate on the fiscal issues we're facing. the senate version includes several republican amendments, though, including matching spending cuts for every dollar increase in the debt ceiling. those amendments expected to be defeated. the bill won't technically raise the debt ceiling, but...
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Jan 31, 2013
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chart, yes down a bit, yes, 320 seems to be their big level, 295 where they closed last year, up about 22 ba basis points. a curve in january, a bear market, higher yields, between the 10s and 30s, affectionately called the knob spread down here. foreign exchange quickly. look at the euro/yen, continues to forge higher and higher, you see on this chart, we are just a couple months away from three-year highs. if you look at the dollar again, one of the bright spots on the green back, which by the way, made new lows on the year and continues to hover at those levels, we are at the best level against the yep in 2 1/2 years, june of 2010. we want to monitor. david faber, viacom news? >> let's start with viacom. like to focus on these media companies, having followed them for so many years. doing this quarter perhaps, a bit more hope that aid see advertising revenues knocked down quite as much but investors don't seem to be scared off on the quarter, they are talking more positively about the outlook in terms of what we can expect for the next quarter and for sequential improvement in those nu
chart, yes down a bit, yes, 320 seems to be their big level, 295 where they closed last year, up about 22 ba basis points. a curve in january, a bear market, higher yields, between the 10s and 30s, affectionately called the knob spread down here. foreign exchange quickly. look at the euro/yen, continues to forge higher and higher, you see on this chart, we are just a couple months away from three-year highs. if you look at the dollar again, one of the bright spots on the green back, which by...
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Jan 24, 2013
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we need to protect their environment. we have a strict quarantine system to protect the integrity of the environment. forty years on, it's still a class-a nature reserve. it's our job to look after them. ...it's my job to look after it. ♪ >>> nice to have simon back to put europe in perspective, especially on a day where we got a few data points. >> we had a lot of data out today. spanish unemployment rising to a record 26%. there is one thing that i want to draw to your attention through that data. >> the european markets are closing now. >> and you can see it is positive. we added to the gains in europe. they were up about .1% at 6:00 a.m. new york time this morning. with 100 point rally on the dow, we got past the apple shock in terms of global market moves and you can see that reflected in western europe. the one data point i want to draw to your attention today is that the composite pmi for the eurozone is rising. it is still below 50. so we're still slightly contracting in europe, but at 48.2. jpmorgan is saying w
we need to protect their environment. we have a strict quarantine system to protect the integrity of the environment. forty years on, it's still a class-a nature reserve. it's our job to look after them. ...it's my job to look after it. ♪ >>> nice to have simon back to put europe in perspective, especially on a day where we got a few data points. >> we had a lot of data out today. spanish unemployment rising to a record 26%. there is one thing that i want to draw to your...
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Jan 29, 2013
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fight a rising ten-year yield environment. we're now 197. at least as of close of business yesterday. by june, a little above 2%. by the end of the year, 2.13%. not a lot. that may be one of the ropes why wall street is not so optimistic about stocks. it's got to fight this rising treasury yield. we'll see later in the afternoon that they're more optimistic about growth. they finally increased the gdp outlook but not by very much. let's look at what wall street thinks of the effect of this quantitative easing will have. pessimistic as they have been each time we asked this question about the ability of quantitative easing to lower unemployment. only 34% say qe will help in that regard. how about when it comes to lowering mortgage rates. a little more optimism. 54% versus 42%. bond yields, evenly split, 47%, 47%. but what can qe do? it can raise stock prices. 69% say it will have an effect on raising stock prices. we want to move on now to the next bit of the survey. when will the federal reserve hike rates. these are two distr
fight a rising ten-year yield environment. we're now 197. at least as of close of business yesterday. by june, a little above 2%. by the end of the year, 2.13%. not a lot. that may be one of the ropes why wall street is not so optimistic about stocks. it's got to fight this rising treasury yield. we'll see later in the afternoon that they're more optimistic about growth. they finally increased the gdp outlook but not by very much. let's look at what wall street thinks of the effect of this...
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Jan 28, 2013
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tied with miami now for the most all-time. there they are, guys, getting up there on the jetway. >> nice. >> and flying away. you know who's already there, albert greer, who covered the 49ers all week. he has beaten them to louis armstrong airport. it is beautiful, clear, a nice night for flying, i would assume. when they get there, what are the niners going to do? >> well, andrew, like you said, the niners will arrive here at louis armstrong international airport. >> you hear less about europe's going to blow up tomorrow. >> so you're not seeing over enthusia enthusiasm, but it's certainly better than a year ago. >> yeah u it's definitely commerce. their theme here is resilient dynamoism. i actually think growth will be moderate with not necessarily a lot of volatility around that. that it might be better, it might be worse. >> see, i'm hearing a lot of positives about the u.s. economy, if washington can get its act together, but europe is still a big issue. what do you think about europe right now? have we made progress? and
tied with miami now for the most all-time. there they are, guys, getting up there on the jetway. >> nice. >> and flying away. you know who's already there, albert greer, who covered the 49ers all week. he has beaten them to louis armstrong airport. it is beautiful, clear, a nice night for flying, i would assume. when they get there, what are the niners going to do? >> well, andrew, like you said, the niners will arrive here at louis armstrong international airport. >>...
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Jan 28, 2013
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macro environment for the euro is decidedly upwards. that's not to say that currency may not weaken to the u.s. dollar but there is not that kind of explosion that people were hoping for. so i would avoid being short things like this. particularly as retail investor. where you're not able to sit in central banking meetings. >> 134, 135 is where you're sitting, the euro has been. 134 1/2. joey? >> anadarco was a stock we were talking about 80, it got there today. look, if you're a near term trader, you take some off fund manically. the story changed for anadarko. i think this is a name you own. >> stepm? >> such a good performer. not even that expensive. the long-term average is about 15 1/2 times. i think theme parks will do very well this quarter and into 2013 continue to do good. in terms of studio as well. and one interesting thing about disney is they spent the last couple of years, a ton of money, on investment, right? that goes away in 2013 s think you might have margin. on a pull-back, i would be a buyer. >> let's talk some waste
macro environment for the euro is decidedly upwards. that's not to say that currency may not weaken to the u.s. dollar but there is not that kind of explosion that people were hoping for. so i would avoid being short things like this. particularly as retail investor. where you're not able to sit in central banking meetings. >> 134, 135 is where you're sitting, the euro has been. 134 1/2. joey? >> anadarco was a stock we were talking about 80, it got there today. look, if you're a...
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Jan 29, 2013
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the pricing environment in the u.s. seems to be healthy and that's our expectations going through 2013. >> as you take a look at shares of ford, keep this in mind. it's a stock while down 5% this year, up 6.5% last year. a the lo are saying this the evaluation play for now. until definite that they will move higher you might be getting ahead of yourself. you have a guest later that might say buy now but that's the evaluation. >> over at stern senior analyst mike ward from that firm joins us now. he's got a buy on the stock. mike, what is the single or most one or two powerful arguments you've got for our audience about why they need to spend their hard earned money on ford stock. >> thanks for having me. first off in europe, mentioned the company did expect a loss of $2 billion in 2013. about half of that or close to a billion dollars, one-time unusual charges that won't occur again in 2014. ford is being very proactive in its restructuring in europe. that's good news. >> sorry, go ahead. >> i'm sorry, go ahead. the sec
the pricing environment in the u.s. seems to be healthy and that's our expectations going through 2013. >> as you take a look at shares of ford, keep this in mind. it's a stock while down 5% this year, up 6.5% last year. a the lo are saying this the evaluation play for now. until definite that they will move higher you might be getting ahead of yourself. you have a guest later that might say buy now but that's the evaluation. >> over at stern senior analyst mike ward from that firm...
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Jan 28, 2013
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it sold 9.75 million vehicles for 2012, up 22% from a year earlier. its closest rival, general motors, saw a sales gain of 2.9% for the year. and volkswagen was third on 1 is.2% sales gain from 2011. live from tokyo, nozomu kitadai has the latest. in this case, sony's run of bad luck may be coming to an end. what is happening there? >> that's right, kelly. sony shares ended 9% higher and continued to rise for the third straight trading day on the back of a weak yen. it's trading while it reached the highest level since way back in 1974. the fist boost came from merrill lynch which rates tony's target price. the upgrade was based on the yen's drop to its lowest level in 2 1/2 years against the dollar and a turn around in unprofitable businesses. then the next piece of good news playing into the picture came from china. china daily said that the nation is considering ending a 12-year ban on the sale of video game consoles. beijing forbid the sales of game consoles in 2000 over the concern about the potential harm to young people. but the ministry of cul
it sold 9.75 million vehicles for 2012, up 22% from a year earlier. its closest rival, general motors, saw a sales gain of 2.9% for the year. and volkswagen was third on 1 is.2% sales gain from 2011. live from tokyo, nozomu kitadai has the latest. in this case, sony's run of bad luck may be coming to an end. what is happening there? >> that's right, kelly. sony shares ended 9% higher and continued to rise for the third straight trading day on the back of a weak yen. it's trading while it...
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Jan 28, 2013
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consumers are continuing to face economic challenges and this uncertain economic environment sn environment. >> you know, jackie just mentioned coach. you will bring us through some winners and sinners too. >> everyone is in on this trade. the last five years haven't been the best on the 50e cannot my but a little retail therapy helped investors along the way. since 2007, three of the top ten of the s&p 500 are consumer discretionary companies. also, making up nearly half of the 42 component that have doubled in that time period with those bar bell retail traids providing investors with the highest returns. discounters including ross stores, tjx, dollar tree and family dollar, all gaining a hundred percent or more since the october 2007 peak, but so too have ralph lauren and fossil on the high ends. on the dow, home depot come in as the top performer. wal-mart number four. so home depot and wal-mart are two that are up double digits. consumer discretionary groups, both leading the broader s&p 500. but the bulk of retail earners are yet to hit the tape. that could change everything. especial
consumers are continuing to face economic challenges and this uncertain economic environment sn environment. >> you know, jackie just mentioned coach. you will bring us through some winners and sinners too. >> everyone is in on this trade. the last five years haven't been the best on the 50e cannot my but a little retail therapy helped investors along the way. since 2007, three of the top ten of the s&p 500 are consumer discretionary companies. also, making up nearly half of the...
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Jan 26, 2013
01/13
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we need to protect their environment. we have a strict quarantine system to protect the integrity of the environment. forty years on, it's still a class-a nature reserve. it's our job to look after them. ...it's my job to look after it. ♪ >>> welcome back to this "kudlow report." we're all used to financial titans squaring off but it's usually in a board room, not a cable television. a long standing grudge between bill ackman and icahn turned into a slug fest. and bobby jindal said the republican party needs to grow up and start being the stupid party. >> the fbi reports they are investigating senator bob menendez on accusations he purchased prostitutes and attended sex parties in the dominican republic. he has rejected this party for months and much of this story frankly is still unconfirmed. joining to us explain the allegations and the newly surfaced evidence, executive editor at "the daily caller." what is the new evidence that has emerged? >> about 36 hours ago we received a cache of documents, about 58 pages of e-
we need to protect their environment. we have a strict quarantine system to protect the integrity of the environment. forty years on, it's still a class-a nature reserve. it's our job to look after them. ...it's my job to look after it. ♪ >>> welcome back to this "kudlow report." we're all used to financial titans squaring off but it's usually in a board room, not a cable television. a long standing grudge between bill ackman and icahn turned into a slug fest. and bobby...
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Jan 25, 2013
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we need to protect their environment. we have a strict quarantine system to protect the integrity of the environment. forty years on, it's still a class-a nature reserve. it's our job to look after them. ...it's my job to look after it. ♪ >>> it is really very hard to tell at this point how long the investigation will take. what i can tell you is that we have all hands on deck. we are working as hard as we can to identify what the failure mode is here and what corrective actions need to be taken. >> all right. so investigators still don't know what cause ad battery fire on board this airplane in boston earlier this month and that spells more bad news for boeing. the company's flagship dreamliner fleet now grounded for the past nine days. no end in sight, frankly. here now is former american airlines chairman bob crandall and jonathan salem baskin. mr. bob crandall it's a pleasure to see you, sir. happy new year. i want to ask you what the national transportation board said late this afternoon, okay. they looked at this
we need to protect their environment. we have a strict quarantine system to protect the integrity of the environment. forty years on, it's still a class-a nature reserve. it's our job to look after them. ...it's my job to look after it. ♪ >>> it is really very hard to tell at this point how long the investigation will take. what i can tell you is that we have all hands on deck. we are working as hard as we can to identify what the failure mode is here and what corrective actions need...
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Jan 31, 2013
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this deal does not leave a fair environment for u.s. consumers. this deal, i believe, gets done. this is a company, i would buy on this weakness. >> skyworks, a pop, the move, 11%. doc? >> i want to endorse what tim just said, too. i think they're going to devest some things -- >> they'll have to. >> i like that call. as far as skyworks, we talked about it last night. blowout earnings, great guidance. the stock held most of those gains, melissa, so, you have to be happy about that. >> and we have a drop here for dow chemical, down 7%. mike khouw? >> they announced earnings, 61 cent loss. the street was looking for 34 cents. that loss does include one-time items, though. if you take those out, that's a loss of 33 cents. but the bad news here is they were not talking a very bullish case about what was going on in europe. 5% sales drop there. and in china. some what lower than expected. i wouldn't buy the stock here. >> and we have a drop for baby cologne. >> huh? >> what is that? >> babies produce plenty of smells and one is producing a smell just for babies. a baby cologne, the fr
this deal does not leave a fair environment for u.s. consumers. this deal, i believe, gets done. this is a company, i would buy on this weakness. >> skyworks, a pop, the move, 11%. doc? >> i want to endorse what tim just said, too. i think they're going to devest some things -- >> they'll have to. >> i like that call. as far as skyworks, we talked about it last night. blowout earnings, great guidance. the stock held most of those gains, melissa, so, you have to be happy...
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Jan 25, 2013
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environment is very good. >> blankfein says improving outlook for the u.s. and other economies bodes well for goldman sachs long-term prospects. >> the things we do, all the things we do, correlate with growth. we advise people on acquisitions when they have the confidence to acquire things. finance them when they do things. manage risky assets which people only put money in risky assets when they are confident. so i think the economy is growing and i think the cycle is long so i'm optimistic. >> he estimates that as the cycle improves, so should goldman's one of most profitable businesses. a business that's been lackluster recently. >> the conditions are quite right for very low level of interest rates. the fact that industries are consolidating. a lot of opportunities overseas. and i tell you, everybody in his own industry tracks a lot of stuff. we track m & a as a percentage of gdp. it is a much lower level than we should be at this part of the recovery and i'm kind of at a loss to explain why. >> blankfein did say buyers and sellers seem to disagree on t
environment is very good. >> blankfein says improving outlook for the u.s. and other economies bodes well for goldman sachs long-term prospects. >> the things we do, all the things we do, correlate with growth. we advise people on acquisitions when they have the confidence to acquire things. finance them when they do things. manage risky assets which people only put money in risky assets when they are confident. so i think the economy is growing and i think the cycle is long so i'm...
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Jan 24, 2013
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now we've got the right costs for the new environment we're in. and is this a cross to the board picture? >> definitely. banking ultimately is such for the underlying economy. so i think it doesn't take an economy to tell us that the next couple of years is going to be choppy and not the growth we've had for the last 20 years. banking has to go back to basics. fist, think about your revenue and cost base. here on the cost base, huge improvements. they've always been unmanaged because the revenue is growing so, you know, clearly matched to pay people twice as much as we have to. today, people working from i.t. to legal to front office staff to traders, everyone in my view is clearly overbased. given the number of job opportunities that are there, i think banks cap capitalization. they should tell management, cut your costs. and i am sure people would be very happy. >> we're going to see a lot more come on the compensation levels. how should they measure compensation? particularly in banking? >> certainly. so first of all, up to now in investment ba
now we've got the right costs for the new environment we're in. and is this a cross to the board picture? >> definitely. banking ultimately is such for the underlying economy. so i think it doesn't take an economy to tell us that the next couple of years is going to be choppy and not the growth we've had for the last 20 years. banking has to go back to basics. fist, think about your revenue and cost base. here on the cost base, huge improvements. they've always been unmanaged because the...
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Feb 1, 2013
02/13
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i mean, it's a different political environment here. and we're going to see a more active justice department, particularly with big mergers like this. and so it's -- yeah, big surprise. it probably shouldn't have been. >> harry, the u.s. beer market is important, of course, for corona. i presume ab inbev are looking at this. that, i presume, is the big thing at stake. so is it in their interests here to just come to an agreement so they can still make corona a big selling global beer? >> yeah, i think so. but it kind of sdpendz depends on how big the concession has to be. you know, if they have to give up the brewery which is their largest right on the border, ab has indicated that could be a deal breaker. so it just depends on how big the package is. >> we'll see what happens. harry, thanks for joining us. all right. u.s. futures are called higher. the s&p having its best month since, what, late 2011. and the nasdaq is currently -- the dow is currently kaut called up 65 points. the nasdaq you called up 11.57 points and the s&p up 5 poi
i mean, it's a different political environment here. and we're going to see a more active justice department, particularly with big mergers like this. and so it's -- yeah, big surprise. it probably shouldn't have been. >> harry, the u.s. beer market is important, of course, for corona. i presume ab inbev are looking at this. that, i presume, is the big thing at stake. so is it in their interests here to just come to an agreement so they can still make corona a big selling global beer?...
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Jan 24, 2013
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we need to protect their environment. we have a strict quarantine system to protect the integrity of the environment. forty years on, it's still a class-a nature reserve. it's our job to look after them. ...it's my job to look after it. ♪ >>> welcome back to "the kudlow report." i'm larry kudlow. in this half hour the house passes a bill to suspend the debt ceiling but the spending sequester cuts are still set to kick in on march 1st and i hope they do. now house speaker john boehner says president obama is out to annihilate the republican party. we'll talk about all that with new hampshire senator kelly ayotte and our political panel in just a few moments. >> also, big time golfers phil mickelson, tiger woods, lebron james and derek jeter are all supply siders. we'll explain that later this hour. >> i wasn't involved in the talking points process. as i understand it, as i've been told, it was a typical interagency process where staff, including from the state department all participated to try to come up with whatever
we need to protect their environment. we have a strict quarantine system to protect the integrity of the environment. forty years on, it's still a class-a nature reserve. it's our job to look after them. ...it's my job to look after it. ♪ >>> welcome back to "the kudlow report." i'm larry kudlow. in this half hour the house passes a bill to suspend the debt ceiling but the spending sequester cuts are still set to kick in on march 1st and i hope they do. now house speaker...
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Jan 24, 2013
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revenue is still growing rather slowly but still a pretty good environment. >> all right. here we go. the first of the earnings out from microsoft. we were expecting 75 cents. came in at 76 september, beating by a penny. the revenue was expected to be 21.53 billion. we got 21.46, so a little light on that. let's bring in our guests. max wolf from green press capital and david pearl next tomakers executive vice president and co-chief investment officer and jon fortt, anything to add on what we're seeing so far in the early statements of the microsoft report with stock up half a percent? >> yes, i've got a breakdown. >> 32.5, $1 billion on revenue is what we're getting on at&t right now and 44 cents for the eps is what we're getting for at&t as opposed to the expectation of 45, so it looks as though revenue was a little bit higher than exed, but looks as if the eps was one sent shorter than expected. we'll get back to microsoft right now and talk more about at&t earnings in just a second. >> don't you love it when they all come out at the same time. >> why can't you corporat
revenue is still growing rather slowly but still a pretty good environment. >> all right. here we go. the first of the earnings out from microsoft. we were expecting 75 cents. came in at 76 september, beating by a penny. the revenue was expected to be 21.53 billion. we got 21.46, so a little light on that. let's bring in our guests. max wolf from green press capital and david pearl next tomakers executive vice president and co-chief investment officer and jon fortt, anything to add on...
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Jan 29, 2013
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in this environment and it's harder to provide guaranteed returns, is that a declining revenue stream? >> the problem with life insurers is a lot of their products they sell are discretionary. as people have less income and maybe they can't pay their mortgages, firstly, the top line is going to go down. secondly, as you say, a lot of life insurance profit is dictated by the return. as returns are low, property is under pressure. >> they have sold a lot of structure products to higher end investors. are those in decline, as well? >> yeah. i think a lot of complex analogies. >> and we have sovereignty two coming up which they keep fighting against. do we know what the full impact is going to be? >> it's still in debate. so i think the impact will be an improvement in risk management across the industry. that's a big win in the industry for a whole. they have more on the guarantee they offer and a more wholistic regime should make the industry stronger. >> and in the meantime, we can figure out whether the uk is leaving the eu. >> and then the uk has to worry about selling their products
in this environment and it's harder to provide guaranteed returns, is that a declining revenue stream? >> the problem with life insurers is a lot of their products they sell are discretionary. as people have less income and maybe they can't pay their mortgages, firstly, the top line is going to go down. secondly, as you say, a lot of life insurance profit is dictated by the return. as returns are low, property is under pressure. >> they have sold a lot of structure products to...
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Jan 30, 2013
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who would leave his job to start a new business in that environment? okay. retail sales weren't that bad. but they nose dived right at the end of the quarter. retailers were afraid to restock inventory figuring that spending would drop off the cliff right along with the nation's finances. it was all in all a very bad time for our nation. now, overlay the storm of the century for the northeast. one that shut down the wealthiest area of the country for several weeks and caused what ultimately may be $100 billion in damage. you had the physical shutdown from the storm neatly and miserably dovetailing with the mental shutdown caused by washington. the result, the abysmal and artificially reduced gross domestic product number we saw today. most money managers are fixated on that top-down analysis. they look at those numbers, they care, they correctly detected the secession the business in this country was undergoing. they pulled in their horns because of it. some cases, dramatically. i understood it. say we came in to 2013 over the fiscal cliff. i would say the v
who would leave his job to start a new business in that environment? okay. retail sales weren't that bad. but they nose dived right at the end of the quarter. retailers were afraid to restock inventory figuring that spending would drop off the cliff right along with the nation's finances. it was all in all a very bad time for our nation. now, overlay the storm of the century for the northeast. one that shut down the wealthiest area of the country for several weeks and caused what ultimately may...
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Jan 31, 2013
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>> stocks can do well in a slow growth environment. and i think a lost investors are underestimating the strength of the market and the economy. we had an good gdp -- >> and the number-doctor. >> for fourth quarter. we can ceci 2% with multiple extensions and descent earnings. the markets can do well. >> what do you like? ? >> we think that -- >> too late to get in then? >> not too late. housing turned in 2012. stocks have been extremely well, but we are coming off the housing declining. and we think that housing stocks have a lot further to go the next couple of years. >> i will pinpoint, how do you play housing then? >> you either play in a deversefide manner pb homeowners and is you lie chain, even home delot. and eagle materials supplying, building supplies forth commercial andes have den rnl. you look at a lot of the secretary poerps we think it'll do well as housing just continue to put better and better numbers going forward. >> you are playing more defense, aren't you? >> i think the emerging markets have more room to run. i th
>> stocks can do well in a slow growth environment. and i think a lost investors are underestimating the strength of the market and the economy. we had an good gdp -- >> and the number-doctor. >> for fourth quarter. we can ceci 2% with multiple extensions and descent earnings. the markets can do well. >> what do you like? ? >> we think that -- >> too late to get in then? >> not too late. housing turned in 2012. stocks have been extremely well, but we...
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Jan 28, 2013
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unlike the previous speaker because i think the regular story environment for banks is going to make it tougher for them to get the kind of earnings growth we like to see over the next six years. >> harry, do you see a change in the composition of the dow 30 in the next five or six years? >> i've always thought that hewlett-packard may eventually be in there. i think apple should be in there. they're not finished. they have a lot of innovation to go. i think hewlett-packard is sort of an old line while apple is a new line in the dow. i'd like to see that replacement potentially. >> so what was the problem with boeing and caterpillar? why didn't you pick them? >> i picked in bottom of '09 and ford. i think caterpillar has a lot of competition. several aircraft manufacturers are going to challenge boeing. i'd like to wait and see what happens with that one. i think i'd just shy away from that for now. fantastic company. there again, huge competition from china and japan in manufacturing the large equipment they're so good at. so i think there will be others. regulation may hurt financi
unlike the previous speaker because i think the regular story environment for banks is going to make it tougher for them to get the kind of earnings growth we like to see over the next six years. >> harry, do you see a change in the composition of the dow 30 in the next five or six years? >> i've always thought that hewlett-packard may eventually be in there. i think apple should be in there. they're not finished. they have a lot of innovation to go. i think hewlett-packard is sort...
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Jan 28, 2013
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that's a shocking environment for stocks. stocks fell 10% to 15%. >> but still we've had people say that we can still do 4%. that that's just normal. that's just normalized -- >> over time. >> long-term yield. there would be some trepidation initially but that's not going to be something that would -- >> -- health environment -- >> >> we're going to get a lousy gdp number. >> but that should be backward looking. hopefully the market knows this is in the past, this isn't now. i think all the sentiments this week we have them from every country i think except japan business sentiment surveys coming out. that's a much more forward looking indicator. we're going to be watching that and housing. those are going to drive things as well as talking about earnings. we have 20% of the week. that's going to be a lot -- >> -- of the earnings season. now is when stocks usually begin to slide after a 4% rally in the two weeks before and al alcoa we could be hitting a rough patch as well. >> you've got a big lump money and you're like -- >>
that's a shocking environment for stocks. stocks fell 10% to 15%. >> but still we've had people say that we can still do 4%. that that's just normal. that's just normalized -- >> over time. >> long-term yield. there would be some trepidation initially but that's not going to be something that would -- >> -- health environment -- >> >> we're going to get a lousy gdp number. >> but that should be backward looking. hopefully the market knows this is in the...
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Jan 28, 2013
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you put increasing sales growth from just the better business environment with already good margins and you get superior growth. and it is a cyclical space and i think people want cyclical stocks. >> and it has underperformed down about 13%. thank you, andy. >> thank you. >> couple of ones for you. "grow up" takes off with the one big thing that can power the economy. plus the one stock nobody seems to understand. but that keeps going higher. >> but first, ibored. the one thing that apple is not doing and maybe needs to do, and now. ♪ let's go. ♪ ♪ ♪ [ male announcer ] introducing the all-new cadillac xts... another big night on the town, eh? ...and the return of life lived large. ♪ >>> yeah, take a look at apple. really been a tough run. especially after earnings on wednesday. wall street worrying the age of the iphone may be coming to an end. now the stock trading nearly flat over the year. even the hottest fads eventually fade out, right? bling becomes blah. can the same thing happen to a stock? a stock like apple. managing directly jeffreys and john abel, reuters media fil
you put increasing sales growth from just the better business environment with already good margins and you get superior growth. and it is a cyclical space and i think people want cyclical stocks. >> and it has underperformed down about 13%. thank you, andy. >> thank you. >> couple of ones for you. "grow up" takes off with the one big thing that can power the economy. plus the one stock nobody seems to understand. but that keeps going higher. >> but first,...
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Jan 30, 2013
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in this environment? do you want to continue on this train of buying stocks or look at it and say, okay, maybe these fundamentals don't add up? >> stocks are still cheap relative to earnings where interest rates are, should be selling would have their proper valuation. i think stocks are 15% to 20% below where they should be? >> nathan, do you agree with that? >> i increased my stock position by 5%, maria. still watching my bonds. there's not much left in bonds. you can only squeeze so much out of this turnip, so you have to look at your bonds and shorten your duration, for sure. >> thanks, everybody. >> yeah. >> okay. >> good conversation. >> never mind. >> it's crazy to say that the -- that the fed is killing the economy with $85 billion in the printing press and stocks are 15% undervalued. i'd love to put those two thoughts together. >> all right. >> you said we're out of time but i'm always ready. >> give me one last point and we'll move on. >> we all have to understand we can look at the micro on eve
in this environment? do you want to continue on this train of buying stocks or look at it and say, okay, maybe these fundamentals don't add up? >> stocks are still cheap relative to earnings where interest rates are, should be selling would have their proper valuation. i think stocks are 15% to 20% below where they should be? >> nathan, do you agree with that? >> i increased my stock position by 5%, maria. still watching my bonds. there's not much left in bonds. you can only...
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Feb 1, 2013
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know, in the environment there's still a lot of uncertainty. if we had positive leadership out of washington, and some of the uncertainty went away. don't you think there could be a mini boom here trying to replenish some of the inventories, equipment and technologies that have not been invested in? >> absolutely. that's the upside riz k to the forecast. >> we don't call 2.5 a surge, vince. >> no. upside risk to the forecast. i think if you want me to think about how you get over 2.5, it's all those ceos sitting with 1.5 trillion of cash on their balance sheet beginning to worry about the competition. and all start investing at once. mainly we don't think politicians will get out of the way all that quickly. >> what does that mean, get out of the way? >> get out of the way meaning give you some certainty. we've operated without a budget for four years. there's a threat beyond sequestration, it's easy to imagine a government shutdown. it's easy to imagine even more spending restraint. we don't have a longer-term sense of our fiscal position. we
know, in the environment there's still a lot of uncertainty. if we had positive leadership out of washington, and some of the uncertainty went away. don't you think there could be a mini boom here trying to replenish some of the inventories, equipment and technologies that have not been invested in? >> absolutely. that's the upside riz k to the forecast. >> we don't call 2.5 a surge, vince. >> no. upside risk to the forecast. i think if you want me to think about how you get...
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Jan 24, 2013
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that you need long-term stable environments. because when we look into plants or other investments we look out 10, 15 years. >> sounds like you're saying it was a mistake to make this speech. >> i'm not saying anything. you're asking me how do i believe investment positions could be affected. >> the other topic we've been talking about has been energy and energy policy in the united states. and it was making me think given the possibility of fracking and shale and everything else going on, does that give you any sense that you would make additional investments in the united states? >> andrew, already done. i think what we've seen in the united states is a great example that the energy direction of the united states is really competitiveness agenda. we see reindustrialization initiatives already happening. chemicals are coming back to the u.s. we will see further industrial build-out coming back to the united states. for us in twofolds it's a great growth business opportunities, for big and most modern gas turbine plant which we
that you need long-term stable environments. because when we look into plants or other investments we look out 10, 15 years. >> sounds like you're saying it was a mistake to make this speech. >> i'm not saying anything. you're asking me how do i believe investment positions could be affected. >> the other topic we've been talking about has been energy and energy policy in the united states. and it was making me think given the possibility of fracking and shale and everything...
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Jan 29, 2013
01/13
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and become the cheapest place on earth and put millions of people to work including in a more secure environment. we are barely scratching the surface of natural gas use. there isn't enough natural gas to sell cars in this country. what a sad set of circumstances. stick with cramer.
and become the cheapest place on earth and put millions of people to work including in a more secure environment. we are barely scratching the surface of natural gas use. there isn't enough natural gas to sell cars in this country. what a sad set of circumstances. stick with cramer.
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Feb 1, 2013
02/13
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a lot of people say you're a dummy if you stay if bond in this environment. if we have sound from leon cooperman, let's deliver it. because this is what he says with sharp words in why to look at equities. >> do we have it? >> stocks are cheap against inflation, cheap against their own history, cheap against interest rates. and they are allowing for slower secular economic growth and allowing for higher interest rates. buying it is like walking in front of a steam roller to pick up a dime. just an very advisable policy. >> brian, do you love that? walking in front after steam roller to pick up a dime. that what you are doing if you invest in fixed income. you've got look at equities. >> would that great rotation be bigger than the cash on side lines? i don't have any idea how much is in the bond market versus how much is under the mattress. no one probably da z. >> it is hard to guess for the entire market. if you look at the fund flow data, you will see people are favoring equity. there was a huge inflow in the middle of january, about $62 billion in equity
a lot of people say you're a dummy if you stay if bond in this environment. if we have sound from leon cooperman, let's deliver it. because this is what he says with sharp words in why to look at equities. >> do we have it? >> stocks are cheap against inflation, cheap against their own history, cheap against interest rates. and they are allowing for slower secular economic growth and allowing for higher interest rates. buying it is like walking in front of a steam roller to pick up...
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Jan 28, 2013
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granted, the environment's gotten better. but there are many things we can learn from what happened in 2012. first of all, as difficult as last year may have seemed at times, the overall ipo market was pretty darn robust. in terms of price appreciation, the public company was up 20.5% versus 13.4% gain, the s&p 500. in 2012, ipos gave you an average first-day spike, that's not too shabby. however, while the general direction was up, it was a major divergence within 2012's cohort. a lot of winners and quite a few losers too. what separated the winners from losers? what made the difference between an ipo that popped huge on the first day of trading and kept running and one that did a big fat belly flop? simple, one word, growth. last year the ipos with real sustainable unquestionable growth were the best performers. and this is a dynamic that only continued in 2013 where the market's appetite for growth cannot be sated. consider 2012's best-performing ipos. top eight performers each gave you at least about a double. it's an imp
granted, the environment's gotten better. but there are many things we can learn from what happened in 2012. first of all, as difficult as last year may have seemed at times, the overall ipo market was pretty darn robust. in terms of price appreciation, the public company was up 20.5% versus 13.4% gain, the s&p 500. in 2012, ipos gave you an average first-day spike, that's not too shabby. however, while the general direction was up, it was a major divergence within 2012's cohort. a lot of...
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Jan 28, 2013
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and that's a great environment for stox. now, the key thing is this whole notion with respect to when investors will be selling bond funds into equity funds. let's not get too excited. we had strong inflows in january of 2010 but that was after a double digit advance in 2009. some could be asset allocation. needs to see all of this develop over a longer period of time. not just because stocks were up last year. >> are they going to be pushed, though, by the fact that you have rates going -- i mean 10-year yield is at 2%. the investors are already being pushed to find something somewhere. >> here's the trigger. when liz ann's clients at schwab open up and see a negative sign to their bond fund that they purchased in 2012, that will be the impetus. when they see and feel that they're losing money in the -- >> that it hasn't worked. >> they're losing money. they weren't supposed to lose money. that was supposed to be their safety net. when they feel that pain, that's when you'll see a more concerted effort. >> is that the catal
and that's a great environment for stox. now, the key thing is this whole notion with respect to when investors will be selling bond funds into equity funds. let's not get too excited. we had strong inflows in january of 2010 but that was after a double digit advance in 2009. some could be asset allocation. needs to see all of this develop over a longer period of time. not just because stocks were up last year. >> are they going to be pushed, though, by the fact that you have rates going...
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Jan 26, 2013
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to me what people don't realize is what the environment's just plain gotten better. think about the guests i had on the show last night, rick hamada the ceo of avnet. when his company reported he had very little good to say. rick came on the show and said that business was fundamentally sound and his company came in and was buying stock hand over fist after being out of the market when the stock was higher because it was now such a terrific opportunity in the high 20s. sure enough the report yesterday and it was terrific and yes the stock's down 35 and change. well above where it was before the previous shortfall. the moral of these stories this market forgives, forgets, and then goes higher. which is why most of the weakness you see in individual stocks are indeed b.o., buying opportunities. and boy, this b.o. smells good.
to me what people don't realize is what the environment's just plain gotten better. think about the guests i had on the show last night, rick hamada the ceo of avnet. when his company reported he had very little good to say. rick came on the show and said that business was fundamentally sound and his company came in and was buying stock hand over fist after being out of the market when the stock was higher because it was now such a terrific opportunity in the high 20s. sure enough the report...
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Jan 24, 2013
01/13
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we set expectations below normal seasonal guidance out of respect for that environment. and what really happened, the sequential story is very, very strong. the numbers you talked about included some m&a, but we were ahead of normal expectations, particularly on you are i.t. business. and what i would tell you is there was certainly a factor of that delay and deferral we talked about in september that actually came in strong in december. >> well, look, you go over the conference calls pretty extraordinary. you talk about europe. you say a lot of it's eastern europe, uk and germany. i mean, there has been weak demand for two years, but demand grew 20%? how is that possible? >> no, it was aided by a acquisition we closed early in the quarter overall. what i would tell you is on an organic basis, our european computer business is still down double digits year-on-year, though. >> that's fair, but you did say positive things about how this month's going. for your company and also that inventory's low, which i think is a great tell of 2013. >> well, we were very proud of the c
we set expectations below normal seasonal guidance out of respect for that environment. and what really happened, the sequential story is very, very strong. the numbers you talked about included some m&a, but we were ahead of normal expectations, particularly on you are i.t. business. and what i would tell you is there was certainly a factor of that delay and deferral we talked about in september that actually came in strong in december. >> well, look, you go over the conference calls...